Manage Information
We reinvent how you manage your agency’s information. Simply Easier ACORD Forms lets you organize , find and associate your customer information the way the World Wide Web organizes information for Google and other search engines. Simply Easier ACORD Forms supports Single Entry Data. Customer information, including policy coverages and limits, prefill any ACORD forms as needed. Using customer metadata, you control the way your information relates to and is associated with any and all other information in our agency management and document management services.
Policy Reports
Simply Easier ACORD Forms includes a Policy Report feature. Once your client’s policies have been entered, you can run a renewal report or a commission report, which can be saved locally for sorting the data as needed. You can also create a custom report from stored Form Data allowing you to save the data as a template for a specific form. Reminders
Simply Easier ACORD Forms includes a reminder feature that will email notifications to any recipient on the day you specify. Descriptions
Descriptions – more detail Descriptions have two purposes. Using customer metadata, you control the way your information relates to and is associated with any and all other information in our agency management and document management services.
The more details added, the easier for you to both utilize the file without opening it (by hovering over it), and to find the file if you forget where it is in the file system. |
Policy Renewal Notifications
Simply Easier ACORD Forms includes a Policy Renewal Notification report. You can elect to receive the notification 30, 60, 90 or 120 days prior to your client’s policy expiration date. This excellent tool gives you the advantage of knowing the best time to communicate with your customer about not only their renewals, but any changes that may have occurred during the past year. Import/Export Client Profiles and Policies
Simply Easier ACORD Forms makes it easy for you to load your profiles and policies. You can enter the data manually or you can use our import feature for either or both profiles and policies. We provide templates in excel that have mapping guidelines for both profiles and policies. Once your client profiles have been entered or imported, their policies can be entered or imported. Tags, Notes…
Tags – the Difference between Data, Information and Knowledge By now you have probably used tagging with pictures on services like Pinterest or Flickr. Our system lets you enter a TAG or multiple TAGs for every folder, document, image – every unique item. Simply Easier ACORD Forms then lets you search for files, folders or forms using these TAG words or phrases. TAGs are the way you control your database structure. You use any standards you want to organize your data with your very own, personal structure. Simply Easier ACORD Forms let’s you tell your database how to work instead of you having to learn how it works. The benefits of the tags are easily seen through search. A well-kept tag system allows you to pull all the data about a particular application, person, time period, type of policy, or a variety of other divisions with just a simple word search. It allows the search tool to be the data structure of the system.
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